The Quarry Group Wealth Management

Our team has over 50 years of investment experience combined between Joe Scalise and Michael Serpico. As of July 2024, our team has over $600,000,000 of assets under management.

Our team believes that successful relationships are built on a bedrock of trust, openness and always keeping our clients' best interests in mind. Our team will take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve. As your needs change and evolve over time, we will tailor our services and solutions accordingly. Whether you are building your career or business, or shifting into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.

We look forward to talking to you!

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Discretionary Investment
Specialized Services

Interesting Videos To Explore

New capital gains tax rules kick in on June 25th: What you need to know

The federal government’s changes to the capital gains inclusion rate is set to take effect in the coming days. Nicole Ewing, Director of Tax and Estate Planning at TD Wealth, discusses recent tweaks to the plan and what to keep in mind.

Business owners: When does an RRSP or TFSA make sense for you?

If you’re a business owner, the choice between keeping money in the business or pulling some out to save for retirement is a common dilemma. And whether you choose to use an RRSP or TFSA could depend on several factors. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss how income and cash flow considerations could play a role in which account might be best for you.

Does the uptick in inflation reduce the odds of a July cut by the BoC?

Canada’s inflation rate increased to 2.9% in May, a higher reading than expected. Scott Colbourne, Managing Director and Head of Active Fixed Income with TD Asset Management, looks at the implications for the Bank of Canada’s interest rate strategy.